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Forian
FORA

Overview Fund Activity

29 hedge funds and large institutions have $12.2M invested in Forian in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
8
Reduced
7
Closed
1
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
ACA
1
American Capital Advisory
Idaho
$59.2K
2
CH
2
Canton Hathaway
Rhode Island
$771K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$72.3K
4
Citadel Advisors
4
Citadel Advisors
Florida
$29K
5
SCA
5
STALEY CAPITAL ADVISERS
Pennsylvania
$3.24M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$40.8K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$80.4K
3
PCM
3
Palisade Capital Management
New Jersey
$0
4
GSC
4
Grey Street Capital
Illinois
$283K
5
TRCT
5
Tower Research Capital (TRC)
New York
$12.2K
Name Market Value Shares Shares
Change 		Shares
Change %
OIM
1
Oracle Investment Management
Connecticut
$4M 1,368,067 – –
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$3.24M 1,108,003 +8,003 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.27M 775,140 – –
CH
4
Canton Hathaway
Rhode Island
$771K 263,525 +16,725 +7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$479K 163,754 – –
GSC
6
Grey Street Capital
Illinois
$283K 96,784 -2,321 -2%
BlackRock
7
BlackRock
New York
$250K 85,514 -780 -0.9%
State Street
8
State Street
Massachusetts
$158K 53,858 – –
AA
9
Aufman Associates
Pennsylvania
$154K 52,657 – –
Northern Trust
10
Northern Trust
Illinois
$103K 35,272 +6,000 +20%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$80.4K 27,478 -12,522 -31%
IAA
12
Independent Advisor Alliance
North Carolina
$74.6K 25,491 +3,000 +13%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$72.3K 24,714 +13,038 +112%
Renaissance Technologies
14
Renaissance Technologies
New York
$66K 22,402 +6,202 +38%
ACA
15
American Capital Advisory
Idaho
$59.2K 20,250 +20,250 New
Millennium Management
16
Millennium Management
New York
$40.8K 13,941 -47,825 -77%
Citadel Advisors
17
Citadel Advisors
Florida
$29K 9,909 +9,909 New
TRCT
18
Tower Research Capital (TRC)
New York
$12.2K 4,182 -1,259 -23%
CAS
19
Coppell Advisory Solutions
Texas
$12.1K 4,740 +4,740 New
NSIM
20
North Star Investment Management
Illinois
$5.27K 1,800 -22 -1%
Bank of America
21
Bank of America
North Carolina
$4.16K 1,421 +34 +2%
BHWM
22
Beaird Harris Wealth Management
Texas
$3.28K 1,120 – –
UBS Group
23
UBS Group
Switzerland
$2.95K 1,008 +867 +615%
Group One Trading
24
Group One Trading
Illinois
$1.76K 600 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K 283 -520 -65%
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